Senior Financial Planning Professional
1 week ago
Job Opportunity
We are seeking a skilled Senior Paraplanner to join our team at Blakemore Recruitment. The ideal candidate will have a clear understanding of the financial planning process and be able to produce professional reports.
Responsibilities
- Support the team of Financial Advisors and Chartered Financial Planners with debriefings and actioning tasks
- Analyse and interpret data for research and provide suitable solutions
- Draft suitability reports and client illustrations
- Undertake Fact Finds and provide suitability reporting
- Work on recommendations with the Directors and Financial Planners
Requirements
- 2+ years' experience as a Paraplanner
- Clear understanding of the financial planning process
- Ability to produce professional reports
- Level 4 Diploma in Financial Planning or close to achieving this
- Excellent technical knowledge
Benefits
- Excellent opportunity to join a well-established Financial Planning firm
- Constant career development
-
Senior Financial Planning Professional
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
-
Financial Services Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...
-
Financial Planning Consultant
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
-
Senior Financial Consultant
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Senior Financial Planning Analyst
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeFinancial Planning and Analysis RolesHays Senior Finance is seeking a skilled Senior FP&A Analyst to join our team. As an FP&A expert, you will play a critical role in driving business growth and success through data-driven insights and analysis.Your Key Responsibilities:Develop and present performance reporting analysis to senior stakeholdersLead the...
-
Senior Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.
-
Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Hays Senior Finance Full timeFinancial Planning Specialist RoleAs a Financial Planning Specialist at Hays Senior Finance, you will take on operational responsibility for budgeting, forecasting, and management accounting within the fundraising directorate. You will work closely with the Head of Management Accounting and provide financial advice to budget holders, contributing to...
-
Senior Financial Planning Analyst
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeYour new role:As a Senior FP&A Analyst for a Global Manufacturing Business, you will join the team responsible for the company's forecasting, budgeting, and five-year plan, as well as indirect business partnering. You will play a vital role in business decisions by providing insights to the shareholders and management.Your key responsibilities:• Preparing...
-
Strategic Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled FP&A Analyst to join our team at Hays Senior Finance. In this role, you will work closely with the Head of FP&A to drive business growth and success.About YouAACI, CIMA, or ACCA qualified professional with demonstrable experience in commercial finance.Strong analytical skills and ability to interpret complex...
-
Financial Planning and Analysis Professional
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeYour new companyA well-established restaurant group in London is seeking a highly qualified finance professional to take on the role of Financial Planning and Analysis (FP&A) specialist. You will be working for a prominent brand that has undergone significant expansion in recent years.Your new roleAs a Financial Planning and Analysis (FP&A) specialist, you...
-
Financial Planner Opportunity
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
-
Senior Financial Specialist
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...
-
Financial Planning and Analysis Expert
1 week ago
London, Greater London, United Kingdom Hays Senior Finance Full timeAre you a skilled financial professional looking to take your career to the next level? We have an exciting opportunity for a talented FP&A Analyst to join our team at Hays Senior Finance.About Our CompanyHays Senior Finance is a leading recruitment agency specializing in senior finance roles. Our clients are highly regarded companies seeking experienced...
-
Financial Planning and Analysis Specialist
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeYour new companyWorking for a world leading, fast growth, global renewable energy investor, developer and operator, this role will be operationally involved with sites and projects on a global scale. The company has been responsible for some of the world's most highly regarded power projects in the last 15 years.Your new roleThe purpose of this role is to...
-
Financial Planning and Analysis Leader
2 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeJob Title: Financial Planning and Analysis LeaderAbout the Company:Hays Senior Finance is a leading recruitment agency for senior finance professionals, including financial planning and analysis experts. We are excited to partner with a top-tier PE-backed insurance broking group in London to find an exceptional candidate for this role.Salary: The salary for...
-
Senior Financial Analyst
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeJob Summary We are seeking a highly skilled Senior Financial Analyst to join our team at Hays Senior Finance. As a Senior Financial Analyst, you will be responsible for owning the P&L for defined business units, managing relationships with senior operational budget holders, and delivering financial analysis and planning. Key Responsibilities • Full...
-
Strategic Financial Planning Analyst
2 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeCompany Overview">Hays Senior Finance is seeking a highly skilled Senior FP&A Analyst to join their team in the City of London.">About the Role">This is an exciting opportunity for an experienced finance professional to take on a key role in supporting the company's strategic growth plans.">Key Responsibilities">">Prepare and present regular performance...
-
London, Greater London, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a prominent not-for-profit and charities organisation with a national presence, committed to making a positive impact on communities across the UK.Job SummaryWe are seeking a Senior Financial Planning and Analysis Professional to lead financial planning and analysis activities, produce accurate financial forecasts and budgets,...
-
Senior Financial Manager
1 month ago
London, Greater London, United Kingdom Hays Senior Finance Full timeThe Hays Senior Finance team is seeking a highly skilled Senior Financial Manager to join our client, an innovative R&D led company specialising in security technology.The successful candidate will be responsible for providing high-quality financial information to support business decision-making, including monthly management accounts, forecasting,...
-
Senior Financial Planning Analyst
4 weeks ago
London, Greater London, United Kingdom Association of International Certified Professional Accountants Full timeSenior FP&A Analyst Opportunity:We are looking for a highly skilled Senior FP&A Analyst to join our team at the Association of International Certified Professional Accountants. As a Senior FP&A Analyst, you will be responsible for:Preparing and presenting detailed financial reports and analysis to stakeholdersDeveloping and delivering the annual budget, as...